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OSAIC HOLDINGS, INC.: BSM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OSAIC HOLDINGS, INC. on BSM, newest first. How the timeline and the estimate are built.

OSAIC HOLDINGS, INC. held 16,138 BSM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,138 shares
    Change vs previous 13F -5,631 shares

    <0.01% of the 13F portfolio, value $225,439.

    13F-HR 0001677044-26-000006 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 21,769 shares
    Change vs previous 13F -1,074 shares

    <0.01% of the 13F portfolio, value $329,140.

    13F-HR 0001677044-26-000005 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 22,843 shares
    Change vs previous 13F -10,402 shares

    <0.01% of the 13F portfolio, value $303,590.

    13F-HR 0001677044-26-000002 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 33,245 shares
    Change vs previous 13F -322 shares

    <0.01% of the 13F portfolio, value $411,516.

    13F-HR 0001677044-25-000022 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 33,567 shares
    Change vs previous 13F -8,398 shares

    <0.01% of the 13F portfolio, value $439,076.

    13F-HR/A 0001677044-25-000019 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 41,965 shares
    Change vs previous 13F +5,694 shares

    <0.01% of the 13F portfolio, value $640,849.

    13F-HR 0001677044-25-000007 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 36,271 shares
    Change vs previous 13F -13,375 shares

    <0.01% of the 13F portfolio, value $529,583.

    13F-HR/A 0001677044-25-000012 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 49,646 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $749,632.

    13F-HR 0001677044-24-000030 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).